Investment Advisers

View Investment Advisers DataCards

Investment Advisers
List Number: 1228-5 List Count: 24510

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This new file features federally registered investment advisers, mutual fund managers, and
financial planners. These professionals are registered with the Securities and Exchange
Commission and handle investments for both the public and institutions.

Selections by Function –

Registered Investment Advisers
24,301
Mutual Fund Managers
209

 

Selections by Employee Size –
1 – 4
4,050
5 – 9
3,414
10 – 19
1,654
20 – 49
1,342
50 – 99
666
100 – 249
269
250 – 499
143
500 – 999
54
1000 – 4999
64
5000 & Over
3
None Listed
12,849

 

Selections by Managed Assets –
Under $999.999
229
$1MM – $4.9MM
1,342
$5MM – $9.9MM
1,044
$10MM – $24.9MM
2,332
$25MM – $74.9MM
3,975
$75MM – $199.9MM
3,295
$200MM – $499.9MM
2,657
$500MM – $999.9MM
1,563
$1 Billion & Over
2,973
None Listed
5,094

 

State Counts –
AK
35
HI
64
MI
642
NV
77
TN
264
AL
191
IA
200
MN
556
NY
2,837
TX
1,156
AR
66
ID
76
MO
402
OH
964
UT
162
AZ
296
IL
1,263
MS
76
OK
151
VA
568
CA
3,452
IN
387
MT
58
OR
242
VI
0
CO
706
KS
194
NC
389
PA
1,149
VT
83
CT
860
KY
147
ND
27
PR
9
WA
458
DC
117
LA
141
NE
138
RI
97
WI
395
DE
67
MA
1,319
NH
197
SC
134
WV
43
FL
1,164
MD
709
NJ
959
SD
27
WY
23
GA
582
ME
118
NM
73
Total    24,510